NexHealth

This guide explains how to pass tracking data (UTM parameters) to NexHealth to monitor the source of your online bookings, measure campaign performance, and integrate conversion data back into your…

Tracking Marketing ROI: How to Attribute Online Bookings to Your Campaigns

NexHealth scheduling helps you get more new patients and fill gaps in your schedule.

Scheduling

Create different appointment type options for patients when they book online through NexHealth.

How do I allow patients to book different types of care?

Why does Dentrix Ascend show a staff member's name on online-booked appointments?

Whose credit card is saved when someone books for another person?

Set up provider availability to enable patients to schedule appointments.

How do I set up providers and provider availability for online booking?

Block times when providers aren’t available.

How do I block availability for a provider?

NexHealth online booking lets patients book appointments from your website.

Set up online booking

Add custom fields, payment method, or insurance information requests to your online booking forms.

How do I customize my online booking forms? Can I add insurance to my online booking forms?

Determine which appointment types patients can choose to schedule based on whether they are new or established

How do I send different forms to new and existing patients?

Edit your online booking form and let existing and new patients see different forms.

Customize online booking

Ensure your patients can find you wherever they are. Share your booking link publicly to make it easy for patients to book online anytime.

How do I create and customize online booking links?

Allow patients to book appointments through Google Search and Maps .

How do I enable patients to book through Google?

Allow patients to schedule appointments in the next three days in just 1 tap within an SMS or email.

Can I add booking into emails and SMS directly?

Direct patients to your online booking via links and text messages.

Publishing your online booking form

Fill openings in your schedule by offering available slots to patients so they can book appointments with just one click.

How do I send waitlist requests?

The NexHealth Waitlist can pull patients from your system's ASAP list to help fill gaps on your calendar.

How do I add patients to my ASAP list? How do I add patients to my waitlist?

Learn how to cancel specific time slots or the entire request.

How do I cancel a waitlist request?

NexHealth waitlist lets you fill open calendar slots last minute.

Waitlist

Use Dentrix's Pinboard button to move and reschedule appointments

Best practices for rescheduling appointments in Dentrix

Guides for setting up your EHR to interact smoothly.

Health record system-specific best practices

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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